Emerging Market Crisis Talk Is Nonsense, Says UBS's Dennis

The video discusses the current state of emerging markets, highlighting the recent deterioration in Brazil and Turkey. It notes a 4% rise in emerging markets since May, driven by a weakening dollar and ECB's stance on quantitative easing. The video argues against the notion of a crisis in emerging markets, emphasizing the importance of the dollar's value. It forecasts a weaker dollar, supporting a positive view on emerging markets, despite some economic downgrades in Brazil and Indonesia. The video concludes that if the dollar strengthens, it could challenge weaker markets.

What are the implications of a weaker dollar for the asset class mentioned?

What challenges could arise if the dollar were to strengthen significantly?